Summit Financial’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.18M Sell
2025
Q1
$13.2M Buy
2024
Q4
$12.5M Buy
2024
Q3
$13.8M Sell
2024
Q2
$12.5M Buy
2024
Q1
$8.76M Sell
2023
Q4
$10.7M Buy
2023
Q3
$9.92M Buy
2023
Q2
$8.49M Buy
2023
Q1
$2.9M Buy
2022
Q4
$3.14M Sell
2022
Q3
$3.94M Buy
2022
Q2
$3.23M Sell
2022
Q1
$3.27M Buy
2021
Q4
$2.91M Buy
2021
Q3
$1.69M Buy
2021
Q2
$903K Buy